Matthew M. Merwincontact here
Matthew M. Merwin is the Director of Operations of Financial Management Network. Matt started with FMN in the mentorship program where he worked alongside several tenured Certified Financial Planner(tm) practitioners to develop comprehensive financial plans. Upon completion of the mentorship program he became a Registered Representative with FMN Capital Corporation and an Investment Adviser Representative of Financial Management Network, Inc. Matt holds a Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) license as well as a life & disability insurance license. Matt graduated from Point Loma Nazarene University with a Bachelor of Arts degree in Business Administration with a concentration in Entrepreneurial Finance. He is currently working towards his credentials to become a Financial & Operations Principal and a Certified Financial Planner™.
Matt enjoys working with his clients to help them clarify their financial goals, construct a financial roadmap for their lives, and implement strategies to attain their unique goals. Whether it is to increase wealth, manage risk, maximize cash flow, lower tax liability, plan for children’s college, retirement, or ensure your estate plan meets your needs, Matt and the FMN team will walk beside you in integrity each step of the way.
Matt and his wife Kayla enjoy spending time with friends and family particularly when snowboarding, golfing, surfing, and camping are involved.